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      How to Prepare for the Year-End with BrioHR's Expert Tips

      Prepare for a seamless year-end with BrioHR. Discover how to manage Leave, Payroll, and Onboarding modules effectively to start the new year organized and prepared.

      As we approach the end of another successful year, it’s essential to ensure that your HR processes are well-aligned and ready for a smooth transition into the new year.

      In this comprehensive guide, we will walk you through the key modules of BrioHR, focusing on Leave Management, Payroll, and Onboarding. Our goal is to help you wrap up the year effectively and set the stage for a well-organized start to the new year. Let’s dive into each module and explore how they can empower your HR team for a seamless year-end process and a fresh beginning!

      LEAVE MODULE

      NOTE:

      Ensure that access to view the Leave module and settings via HR Lounge is enabled.

      1.   On December 31, 2024, BrioHR will capture a snapshot of each employee's leave balance and calculate the Carry-Forward balance for 2025. This Carry-Forward balance will be reflected in the Initial Balances within the leave policies.

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      2.   After validating the information in the Initial Balance, it is advisable for HR to download a copy of the Leave Balance Report by the end of December 2024 to confirm the accuracy of the employee's Leave Balance and Carry-Forward. Here’s a detailed guide on generating the Leave Balance Report.

      3.   If adjustments are needed for the Carry-Forward balance, ensure they are completed before December 31, 2024. Refer to this article for instructions on making adjustments.

      4.   Generate the leave report as of January 1, 2025, to verify and confirm the Carry-Forward amount.

      5.   For any adjustments required after January 1, 2025, edit the Carry-Forward in the Initial Balance (or use the refresh button). To learn how to adjust an employee's Leave Balance or Carry-Forward, refer here.

      Explore more articles related to the Leave module here.

      PAYROLL MODULE

      NOTE:

      Ensure that access to view the Payroll module and settings via HR Lounge is enabled.

      1.   Verify that all pay items for employees have been accurately captured in the payroll, as the generated forms will be based on payroll entries from January 2024 to December 2024.

      2.   [Malaysia Payroll] Check and adjust BIK pay items for employees in the December payroll.

      3.   [Malaysia Payroll] Ensure that custom pay items are correctly set for the EA form to ensure accurate submission in the upcoming year.

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      Attached below are articles on how to access Payroll Documents and the Forms available on our system:

      Malaysia Payroll:

      1. Accessing Employee Payroll Documents - Payslips, EA Forms, PCB II Forms
      2. Employee's Payroll: Tax Information / Payslip / PCB II Form / EA Form / CP22A, CP22, and CP21 Forms
      3. Payroll Malaysia: How to Prepare for Tax Filing?

      Singapore Payroll:

      1. Payroll Singapore: How to Perform the IRAS Submission in BrioHR?
      2. Payroll Singapore: Who Should be Included in the IR8A Form?

      Discover more articles related to the Payroll module here.

      ONBOARDING MODULE

      NOTE:

      Ensure that access to view the Onboarding module and settings via HR Lounge is enabled.

      For users currently utilizing the previous version of our Onboarding module, ensure you complete the onboarding or transfer new joiners to the new version before the new year starts.

      This ensures that you can take advantage of our enhanced and updated Onboarding module in the new year, providing new joiners with a smooth onboarding experience and transition.

      For more information on transitioning from the old version to the new version, or for a detailed guide on the new Onboarding module, please refer to the following articles:

      1. How to Transition to BrioHR’s New Onboarding Module
      2. Onboarding Module Slides & Videos

      Explore additional articles related to the Onboarding module here.

      Conclusion:

      The key to a smooth transition into the new year lies in advanced planning and preparation. With the guidance provided here, your HR team is well-equipped to handle a seamless year-end process and start the new year with confidence. Dive into these modules, navigate the articles with ease, and transform the year-end process from a checklist into a celebration of preparedness.

      Your HR processes deserve to shine, and BrioHR is here to ensure they do. Here’s to a successful year-end and a promising new start!

       

       

      Need Assistance?

      If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.